After being based in Beverly Hills for over a decade and serving the senior and affluent communities, I have moved my practice to Pasadena. As a fixed-income manager in Beverly Hills, I focused primarily on tax-free investments and creating and managing cash flow for my clients. As a Certified Financial Planner Professional, I am expanding my services to include full services financial planning and full service investment and retirement planning for business owners, families, and foundations. I am excited to become a new member of the Pasadena business community and I look forward to working with like-minded business owners and individuals.
Financial Services & Advisors
We are a business-focused community bank committed to providing truly exceptional customer experiences.
Champion River International
D. A. Davidson & Co.
Financial advice for the long run-since 1935 the people of DA Davidson & Co. have built our business around the individual investor. Our relationships-with clients, employees and communities-are built on genuine care and mutual respect. We seek to contribute to those around us, to our communities, and to our region, everyday.
Diversified Securities Inc.
Edward Jones Investments-Marengo Ave.
Encore Financial Freedom Solutions
Free Retirement Plan Review Free Pension Plan Review Life Insurance Annuities Indexed Universal Life Indexed Fixed Annuities
Financial Focus Counseling
Financial focus counseling is dedicated to providing independent straight forward advice on money matters to couples and individuals and businesses. Our goal is to teach, advise and help our clients get their spending under control, develop specific financial goals and actions that allow them to win financially regardless of income, age or stage in life. In addition we assist in evaluating financial decisions to avoid financial mistakes and eliminate the anxiety, stress and trouble that come with financial problems.
Financial Network Investment Corporation
Fisher Benefits Resource Group
FM Financial Services Inc.
Here at Gemlife Financial, we are dedicated to helping individuals, families and business owners understand how to reduce risk and minimize their tax burdens before and during retirement. We also help business owners by providing them with solutions that will save them money, time and give them peace of mind. Call us for a Free consultation.
Genesis Financial & Insurance Services
Tablet POS Systems
Green Dot Corporation
Green Dot Corporation, along with its wholly owned subsidiary bank, Green Dot Bank, is a pro-consumer financial technology innovator with a mission to reinvent personal banking for the masses. Green Dot invented the prepaid debit card industry and is the largest provider of reloadable prepaid debit cards and cash reload processing services in the United States. Green Dot is also a leader in mobile technology and mobile banking with its award-winning GoBank mobile checking account. Through its wholly owned subsidiary, TPG, Green Dot is additionally the largest processor of tax refund disbursements in the U.S. Green Dot's products and services are available to consumers through a large-scale "branchless bank" distribution network of more than 100,000 U.S. locations, including retailers, neighborhood financial service center locations, and tax preparation offices, as well as online, in the leading app stores and through leading online tax preparation providers. Green Dot Corporation is headquartered in Pasadena, Calif., with additional facilities throughout the United States and in Shanghai, China.
Green Owl Consulting
Accounting, Financial Planning, ITINs (Individual Tax Identification Number), SEO Marketing, Staff Services, Vehicle Registration
Harmony Lenise Halley
Professional Life Coach and Wealth Advisor
James H. Howdeshell
John Hancock Financial Network
Kim Abe, CPA
LACERA (L.A. Co Employees Ret. Assoc.)
The Los Angeles County Employees Retirement Association (LACERA) administers and manages the retirement fund for the County of Los Angeles. We are the largest county retirement system in the U.S., serving more than 158,000 members. Our membership is comprised of individuals from a diverse range of careers, age groups, and ethnicities - all contributing to the greater welfare of Los Angeles County. LACERA has been providing retirement, disability, and death benefits to eligible County employees, retirees, and their beneficiaries since 1938.
Logix Federal Credit Union
Logix Federal Credit Union (LFCU) remains one of the strongest financial institutions in the country, and the largest headquartered in the San Fernando Valley. In fact, the credit union has never reported a loss in its 78-year history. Logix offers a variety of services, such as checking and savings accounts, auto and mortgage loans, as well as credit cards. The credit union’s local branch in Pasadena is located at 180 S. Lake Ave. Branch hours are 9 a.m. to 6 p.m., Monday-Friday, and 9 a.m. to 4 p.m. Saturday. Branch Sales Manager Drew Barrett is available to answer questions at 818.565.2710.
Southern California residents are eligible to open an account. Savings are federally insured by the National Credit Union Administration, a U.S. Government Agency. Logix is an equal housing lender. For more information, visit www.lfcu.com.
MassMutual Financial Group Greater Los Angeles Chapter
Merchant Cash Express
Financial Services & Advisors
Phillips, Fractor & Company LLC
Phillips, Fractor, and Company is your expert solution for economic, financial, statistical, managerial, valuation, accounting, and complex analyses. We are a boutique litigation support and consulting firm that specializes in providing creative, effective solutions tailored to our clients' unique analytic and research needs. Our team is comprised of experts and consultants who blend active academic careers with real-world experience in a variety of fields. We draw on economic theory, statistical analysis, survey research, mathematics, computer science, and business theories and best practices to conduct high quality research based on appropriate methodology to give precise insights into our clients' specific research problems. Because of our multidisciplinary and methodologically rich backgrounds, we excel at solving problems that are too difficult or complex for other research firms.
Primerica Inc.-John Leano
Quest Financial Services
QUEST FINANCIAL SERVICES focuses on the commercial lending needs of companies in manufacturing, distribution and service industries. Invoices, purchase orders, inventory and real estate may be used to support these lending needs. Leasing programs are available for equipment used in offices, manufacturing, warehousing, and transportation [commercial and personal use].
Retirement Benefits Consulting
Achieve your hopes and dreams -- at least the ones that cost money! Plan for short, medium and long range goals and protect your family. Individuals, families and small and medium sized businesses.
Revolution Financial Management
Robert Hall & Associates
"Since 1971, Robert Hall & Associates has built a reputable track record helping individuals and businesses of all sizes with day-to-day accounting and tax issues.Our mission is to provide clients with innovative, yet practical solutions that will improve profitability, anticipate needs, and provide our clients with the highest level of customer service.With over 45 years of professional tax experience, we can identify a number of deductions to help you save on individual and business taxes."
Samuel Chun-Merchant Processing Services
"Providing innovative products and technology to help small business increase profits. In house customer support 24-7/365 service with lowest prices on equipment, software and complete transparency with pricing.
A+ BBB accredited business rating "
Shuster Financial Group, LLC
Stanislawski & Company, Inc.-A Certified Public Accounting & Business Consulting Firm
Are you looking for a firm large enough to offer a full array of accounting, taxation, consulting, and business management services, but small enough to know you on a personal level? Then look no further. Stanislawski and Company, Inc. started over 50 years ago as a small operation, and has grown today to include numerous CPA's and Enrolled Agents with Master Degrees in Taxation, each offering top-notch credentials and experience. Whether you need accounting, tax planning, tax return preparation, personal financial planning, estate and trust, small business consulting, business management or a full complement of other individualized services, we will give you the full resources you would expect only from a large accounting firm while maintaining the personal touch.
Stratz & Company
Many people turn to us during times of transition: getting married, having children, changing careers, recently widowed, getting divorced, college planning, downsizing and retiring. We listen, ask questions, and work together to create an individualized strategy designed to meet their needs. We can help you, too. LFS-1631340-102816
TD Ameritrade Inc.
Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade's (NASDAQ: AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how bringing Wall Street to Main Street for more than 36 years. An official sponsor of the 2012 U.S. Olympic Team, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade's newsroom or www.amtd.com for more information.
With over 1500 locations nationside, and as one of the nation's largest car title lending companies, TitleMax has streamlined the title loan process to be fast and simple without credit checks. It only takes about 30 minutes to put cash in your hands, when other lenders may take hours or even days. We will strive to provide the best title loan experience.
Trusted Choice Agents of Burbank, Glendale, Pasadena
Trusted Choice Agents of Burbank, Glendale and Pasadena are insurance and financial services firms. They represent multiple insurance companies, offering individuals and business owners a variety of coverage choices, customized insurance plans to meet specialized needs as well as advocacy support. These firms adhere to a pledge of performance, committing them to providing excellent customer service. For more information, go to www.TrustedChoice.com.
UBS Financial Services Inc.
Assets Management, Brokerage & Financial Planning
Wells Fargo Advisors
As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. We also provide asset preservation strategies such as life insurance, long term care, and disability insurance. Contact me if you'd like me to help you develop strategies to meet your specific financial goals.